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To: fivebagger who wrote (1378)1/27/1998 5:03:00 PM
From: William T. Katz  Respond to of 16960
 
RE: Inventory

Yeah, they have a small inventory vs their revenue because CRAZY LARRY SAYS EVERYTHING MUST GO! :)

I'm very happy with the earnings report. Estimates had been revised up to $.08 based on baseline numbers from pre"warning" and they practically doubled that using extremely elevated revenue! Surprising, given that they must have dropped the avg selling price of those chips .. so volume must really be cranking.



To: fivebagger who wrote (1378)1/28/1998 3:44:00 PM
From: Tunica Albuginea  Read Replies (2) | Respond to of 16960
 
>>I'm pretty damm happy,<<

Arent we all!!!! :)

TA